This is the first of three scheduled ‘off’ weeks—an intentional pause to restore our $250+ weekly pace after opening a position in MZTI.
This week, eight (a record!) of the portfolio holdings ranked in the Top Ten.
| Ticker | Account Value |
| ADP | 3,771.28 |
| BDX | 2,942.40 |
| CMCSA | 2,710.83 |
| HTO | 3,990.27 |
| MZTI | 1,231.34 |
| PEP | 3,316.37 |
| PPG | 3,728.34 |
| SCL | 3,593.80 |
The lowest amount belongs to MZTI. There is neither a position nor sector imbalance and nothing would have precluded investment in MZTI save that it is an ‘off’ week.